GlobalData’s 2025 Winners and Losers in the Global Retail Market report reveals retailers including Amazon and Shein are set to grow market share thanks to the high levels of convenience they offer.
GlobalData retail analyst Emily Scott points out: “As consumer expectations of convenience rise and digital disruptions reshape shopping behaviour, retailers must innovate or risk losing out.
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“Amazon and Shein are forecast to gain 0.08ppts and 0.17ppts of share respectively in 2025 in the global electricals and global clothing and footwear markets, as retailers that offer higher levels of convenience are set to gain share, aligning with shifting consumer preferences toward frictionless experiences.
“CVS Pharmacy sits at the top of the global health and beauty market with an estimated 0.22ppts rise in share to 5.57% in 2025, as it taps into consumer desire for health-led products. The retailer is using its trusted pharmacy service to promote wellness-aligned beauty products, boosting convenience. It can capitalise on its pharmaceutical expertise to gain consumer trust, and as consumers pick up prescriptions, they can also shop dermatologist-approved products. Four of the top five global health & beauty retailers are expected to gain market share in 2025, with Target being the exception. It is forecast to see a 0.02ppts loss in share as it has suffered from reduced footfall in its stores due to poor store environments and products being out of stock.
“Meanwhile in the global electricals market, Amazon and JD.com are forecast to win share in 2025 (+0.08ppts and 0.10ppts respectively) driven by their ability to leverage convenience and online accessibility.
“JD.com’s ‘shop now’ on-demand platform, which bridges online and offline by enabling one-hour delivery from local stores, makes it an efficient and popular choice among consumers.
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By GlobalData“Retailers which do not have a strong online presence and home delivery offerings are losing out, such as Best Buy which is forecast to lose 0.22pts in share in the global electricals market for 2025. Best Buy must leverage its expertise in the electricals market to differentiate itself. By emphasising its staff’s knowledge, the retailer can create a more personal experience that online competitors struggle to replicate.”
